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Sculati Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Sculati Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$457K Hold
792
– – 0.17% 86
2025
Q4 		$487K Sell
792
-56
-7% -$34.4K 0.17% 86
2025
Q3 		$509K Hold
848
– – 0.18% 86
2025
Q2 		$468K Buy
848
+128
+18% +$63.7K 0.18% 88
2025
Q1 		$338K Sell
720
-36
-5% -$18.3K 0.14% 92
2024
Q4 		$386K Hold
756
– – 0.15% 84
2024
Q3 		$369K Sell
756
-31
-4% -$14.7K 0.15% 88
2024
Q2 		$377K Buy
787
+10
+1% +$4.5K 0.16% 85
2024
Q1 		$345K Sell
777
-262
-25% -$112K 0.15% 86
2023
Q4 		$425K Sell
1,039
-65
-6% -$24.7K 0.2% 77
2023
Q3 		$396K Sell
1,104
-85
-7% -$31.5K 0.2% 78
2023
Q2 		$439K Buy
1,189
+3
+0.3% +$1.01K 0.22% 77
2023
Q1 		$381K Sell
1,186
-35
-3% -$10.3K 0.2% 81
2022
Q4 		$325K Buy
1,221
+11
+0.9% +$3.04K 0.18% 82
2022
Q3 		$323K Buy
1,210
+28
+2% +$8.45K 0.19% 91
2022
Q2 		$331K Buy
1,182
+217
+22% +$67.3K 0.19% 90
2022
Q1 		$350K Buy
965
+376
+64% +$134K 0.17% 91
2021
Q4 		$234K Buy
+589
New +$227K 0.11% 107
2021
Q3 		– Sell
-2,115
Closed -$750K – 119
2021
Q2 		$750K Sell
2,115
-10
-0.5% -$3.36K 0.4% 72
2021
Q1 		$678K Buy
2,125
+130
+7% +$41.6K 0.39% 74
2020
Q4 		$626K Sell
1,995
-273
-12% -$80.1K 0.41% 60
2020
Q3 		$630K Buy
2,268
+25
+1% +$6.78K 0.47% 53
2020
Q2 		$555K Sell
2,243
-37
-2% -$8.29K 0.47% 57
2020
Q1 		$434K Buy
+2,280
New +$483K 0.48% 56

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sculati Wealth Management's QQQ Position: Q1 2026 in Review

Sculati Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q1 2026 at 792 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #86.

Sculati Wealth Management first reported a position in QQQ in Q1 2020 and has held it in 24 quarters since. The position peaked at $750K in Q2 2021. 3,823 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Sculati Wealth Management held 792 shares of Invesco QQQ Trust worth $457K as of Q1 2026.
  • Sculati Wealth Management left its Invesco QQQ Trust share count unchanged in Q1 2026.
  • Invesco QQQ Trust made up 0.17% of Sculati Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Sculati Wealth Management first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 24 quarters since.
  • Sculati Wealth Management's Invesco QQQ Trust position peaked at $750K in Q2 2021.
  • 3,823 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.